SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 381 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $2,178,000 | +9.8% | 28,360 | +1.4% | 1.61% | -3.8% |
| Q3 2019 | $1,984,000 | -0.5% | 27,967 | -1.5% | 1.68% | -4.4% |
| Q2 2019 | $1,993,000 | +1.4% | 28,390 | -2.4% | 1.76% | -1.3% |
| Q1 2019 | $1,966,000 | -20.8% | 29,083 | -30.0% | 1.78% | -22.2% |
| Q4 2018 | $2,481,000 | -70.3% | 41,551 | -65.5% | 2.29% | -67.1% |
| Q3 2018 | $8,366,000 | +115.7% | 120,275 | +101.5% | 6.95% | +93.1% |
| Q2 2018 | $3,879,000 | +48.3% | 59,690 | +44.0% | 3.60% | +48.0% |
| Q1 2018 | $2,616,000 | +69.4% | 41,464 | +71.3% | 2.43% | +84.4% |
| Q4 2017 | $1,544,000 | +9.0% | 24,212 | +2.7% | 1.32% | +4.1% |
| Q3 2017 | $1,416,000 | – | 23,581 | – | 1.27% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,116,431 | $366,456,864 | 44.66% |
| Leverty Financial Group, LLC | 830,306 | $37,488,296 | 32.07% |
| Adams Wealth Management | 1,869,819 | $84,422,319 | 29.82% |
| Campbell Wealth Management | 4,389,312 | $198,177 | 27.58% |
| Kolinsky Wealth Management, LLC | 456,413 | $20,607 | 23.52% |
| HBK Sorce Advisory LLC | 17,483,096 | $789,362 | 21.24% |
| APPLETON GROUP, LLC | 314,921 | $14,218,674 | 20.85% |
| MONEYWISE, INC. | 608,078 | $27,454,707 | 20.53% |
| Northwest Quadrant Wealth Management, LLC | 1,451,683 | $65,543,461 | 19.98% |
| BlueSky Wealth Advisors, LLC | 1,909,183 | $86,199,624 | 19.06% |